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STRGX vs VIMSX
STRGX vs VIMSX Comparison
Open Charts STRGX vs VIMSX
Sterling Capital MdCp Relatv Val Instl
Price$52.01
Change-$1.76 (-3.27%)
VolumeN/A
Net Assets30.76M
Vanguard Mid Cap Index Investor
Price$65.41
Change-$2.07 (-3.07%)
VolumeN/A
Net Assets175.23B
STRGX vs VIMSX Comparison Chart
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STRGX vs. VIMSX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is STRGX is a Buy and VIMSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VIMSX has more cash in the bank: 175B vs. STRGX (30.8M). VIMSX pays higher dividends than STRGX: VIMSX (1.46) vs STRGX (0.65). STRGX was incepted earlier than VIMSX: STRGX (53 years) vs VIMSX (27 years). STRGX (0.89) is less costly to investors than VIMSX (0.17). VIMSX is a more actively managed with annual turnover of: 13.00 vs. STRGX (4.89). VIMSX has a lower initial minimum investment than STRGX: VIMSX (3000) vs STRGX (1000000). VIMSX annual gain was more profitable for investors over the last year : 1.66 vs. STRGX (-14.97). VIMSX return over 5 years is better than : 71.88 vs. STRGX (6.83).
| STRGX | VIMSX | STRGX / VIMSX | |
| Total Expense Ratio | 0.89 | 0.17 | 524% |
| Annual Report Gross Expense Ratio | 0.89 | 0.17 | 524% |
| Fund Existence | 53 years | 27 years | - |
| Gain YTD | -6.892 | -6.314 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.8M | 175B | 0% |
| Annual Yield % from dividends | 0.65 | 1.46 | 44% |
| Returns for 1 year | -14.97 | 1.66 | -902% |
| Returns for 3 years | -24.72 | 6.82 | -362% |
| Returns for 5 years | 6.83 | 71.88 | 9% |
| Returns for 10 years | -2.79 | 93.91 | -3% |
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